I saw a value play potentially after some hard times. Also with an aging population this is a great play and higher scale than similar facilities.

In the deep oil drilling space. It trades at a discount to its peers and has some better fundamentals. My best pick so far this year. I picked this in part due to Cramer's Transocean pick earlier this year.

Strictly a yield play, I'll buy more when it is under $42

A yield play in my retirement account.

Best of breed broker. Swapped out of UBS to get into this. It has been painful lately, but I may add more if there is further weakness

I love Chipotle (the restaurant and the stock). A very well run company with excellent. I buy and sell a portion of my position when it swings wildly. This will be a core position of mine until I see any signs of decelerating revenue growth.

CRAMER. I have bought and sold this a few times. I buy Cramer's long term thesis, but looking to replace this name with a stock I have more conviction in.

A big stake of VMWare will stay with EMC after the upcoming IPO.